Private Wealth Advisor: Grow Client Portfolios

FirstRand group; Gauteng; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial institution in South Africa is seeking candidates for a role focusing on sales and client engagement, reporting and analysis, and compliance. The ideal candidate will have a relevant degree and 2-3 years of experience in a banking or financial environment. This position is designed for those who exhibit strong financial acumen and a commitment to service excellence. Applications are open until 09/11/25.

Qualifications

• 2 - 3 years’ experience within a Sales / Service area of a banking / financial environment.

Responsibilities

• Support sales through analysis of client portfolio and proactive engagement.
• Compile reports that track progress and guide business decisions.
• Develop and manage key stakeholder relationships to achieve operational objectives.

Skills

Sales & Client Engagement

Reporting & Analysis

Stakeholder Management

Service Excellence

Innovation & Continuous Improvement

Compliance & Governance

Financial Acumen

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Job description

A leading financial institution in South Africa is seeking candidates for a role focusing on sales and client engagement, reporting and analysis, and compliance. The ideal candidate will have a relevant degree and 2-3 years of experience in a banking or financial environment. This position is designed for those who exhibit strong financial acumen and a commitment to service excellence. Applications are open until 09/11/25.